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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,134 | $51,638+84.2% | $129,406-26.5% | $80,959+17.5% |
| Participation rate | 57.1% | 56.9%+0.2pp | 69.6%-12.5pp | 67.7%-10.5pp |
| Annual return | 13.02% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,280 | $1,584-19.1% | $4,155-69.2% | $2,757-53.6% |
| Participant deferral / active EE | $4,064 | $2,670+52.2% | $4,167-2.5% | $4,300-5.5% |
| Admin fee / account holder | $2,031 | $4,313-52.9% | $7,689-73.6% | $6,925-70.7% |